About your Search

20130201
20130228
Search Results 0 to 4 of about 5
in the market for a while. people know about it, and the reality is that in the u.s. specifically we see economic activity improving in the future and improving more than expectations and a big driver of that is the housing market. housing drives consumption and housing prices are going from linear to parabolic which gives the consumer more power to purchase. >> rick santelli, jump in here for a minute because we're trying to figure out if in fact we are seeing this trade out of fixed income, into stocks, not necessarily happening today, but do you have any read in terms of if this is an actual trend happening? >> well, i think when i look at treasuries, i see we're only up 19 basis points on the year in 10s. i don't think it's an issue. i don't see this impending huge selloff in treasuries. listen to the dovishness in europe with regard to a variety of issues, not the least of which is they are worried about a high euro and growth in some of the southern countries. >> yeah. what did you -- >> i do see it playing out in high yield and corporates. quickly if you look at barclays, one-mont
're long-term investors. we oversee one of the largest corporate pension plans in the u.s. as well as the mutual fund complex. that's all summarized with $12 billion in assets. i can tell you that they're the most optimistic we've seen them. >> whether or not they count longer tell. when you see the s&p hold the 1,500 mark. that attracts investors for a longer term. >> it does. but that's not where we're really seeing the excitement from the professional investors. we're seeing that in the fundamentals of the market. they believe that you're well compensated for taking equity risk at this point in time. the earning yielding with the dividend yield, the payout yield on the s&p 500 is at or near 25-year highs. and if it were my money and it is, at least some of it, i'm betting on equities. >> all right. rick santelli, tell us about your view of the market action today. especially as we watch these italian elections which we will get to. michelle caruso-cabrera will join us with the latest there. but a strong dollar and the 10-year yield down sharply in terms of getting out of its tra
. is the consumer in the same field of flowers and unicorns and daisies that the u.s. equity investor is in? i think that's probably what we're going to see. >> already we're not seeing a lot of alternatives for folks' money other than stocks because of the low rate environment. andrew, how are you investing right now? >> well, we're probably going to go ahead and move in this market. looks like the pullback is more likely 1650 back to these levels. so more than likely now is probably the time to ease into the market. you've got tremendous momentum and breath here. you're fighting the tape, as they say. this is probably the time to deploy. >> meanwhile, rick santelli, the race to the bottom of the currency markets was interrupted today. horror of horrors. japanese officials saying they don't want the currency to go much lower. and the euro moving higher as well today. >> once you put that machine in motion, i don't know if you can stop it. and bill, i find it so telling you have so much more outrage about a maker's mark liquidity injection than the fed's liquidity injections. >> what's your point? >
's big merger news that included american airlines, u.s. airways and h.j. heinz. the wheels continue to turn. >> really do. we'll talk about deals. one of the big deal-makers on the show today. don't look now, but $5 gas is becoming a reality in one part of the country. we'll talk about whether spiking gasoline prices to be the big threat to the economy right now. >> i knew i should have filled up yesterday. this is going to keep going up. a pair of big earnings coming your way at the top of the hour. dell and herbalife both set to report. we'll have instant analysis of all those numbers right here on the "closing bell." >> before all that, let's check the markets here as we approach this final hour for the day. the dow jones industrial average up 45 points. just shy of the high of the day. about a third of the% higher at 13,426. nasdaq also strong and technology one of the winners. certainly the nasdaq up a half a percent and the s&p 500 looks like this. take a look. similar chart pattern, just shy of the high of the gain with a gain on the standard & poor's of nine points. >> the s
of the u.s. government back in the summer of 2011. is it political payback? they're at least asking the question. s&p has gotten ahead of the u.s. government by putting out its own press release saying it would be without factual or legal merit for the doj to sue. as we previously also reported, there were at least -- there was a desire on the part of the doj to get at least a billion dollar settlement and admission of guilt from s&p to drop the charges. s&p said no thank you. it would be a long time until we go to court, but this is an interesting potential case and certainly an important news story that is having significant pressure on both mcgraw-hill stock price and interestingly on that of moody's despite according to our sources there does not seem to be a case mounted against moody's president . at least at this point. >> selling off just in case though. >> absolutely. we're looking at the stock markets reaction. stay right there. we want to get reaction from brian belski and bob pisani. what about this? when you see a move like this in these stocks while we're waiting. what
Search Results 0 to 4 of about 5